BAM
APU

Belpointe Asset Management’s AmeriGas Partners, L.P. APU Stock Holding History

Belpointe Asset Management’s Portfolio APU Stock Details APU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,320
Closed -$131K – 660
2018
Q3 		$131K Buy
+3,320
New +$136K 0.02% 572

Other funds holding APU

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Belpointe Asset Management's APU Position: Q4 2018 in Review

Belpointe Asset Management sold out of AmeriGas Partners, L.P. (APU) in Q4 2018, closing a stake of 3,320 shares — an estimated $131K sold.

Belpointe Asset Management first reported a position in APU in Q3 2018 and held it in 1 quarter. The position peaked at $131K in Q3 2018. 212 funds tracked by Wall St. Rank hold APU as of Q4 2018.

  • Belpointe Asset Management reported no remaining AmeriGas Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Belpointe Asset Management sold 3,320 AmeriGas Partners, L.P. shares in Q4 2018, an estimated $131K.
  • Belpointe Asset Management first reported a position in AmeriGas Partners, L.P. in Q3 2018 and held it in 1 quarter.
  • Belpointe Asset Management's AmeriGas Partners, L.P. position peaked at $131K in Q3 2018.
  • 212 funds tracked by Wall St. Rank held AmeriGas Partners, L.P. as of Q4 2018.

Based on Belpointe Asset Management's 13F filing for Q4 2018, filed 6 Mar 2019.